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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,932 | $57,073+225.8% | $85,126+118.4% | $80,925+129.8% |
| Participation rate | 14.7% | 56.4%-41.7pp | 67.5%-52.9pp | 67.7%-53.0pp |
| Annual return | 22.34% | 21.69%+0.6pp | 66.63%-44.3pp | 35.65%-13.3pp |
| Employer contribution / active EE | $805 | $1,801-55.3% | $2,731-70.5% | $2,756-70.8% |
| Participant deferral / active EE | $2,398 | $3,113-23.0% | $4,523-47.0% | $4,299-44.2% |
| Admin fee / account holder | $19,538 | $4,988+291.7% | $6,160+217.2% | $6,940+181.5% |